See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,808 | $86,699-50.6% | $73,307-41.6% | $125,391-65.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | 0.17% | 2.78%-2.6pp | 5.67%-5.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,123 | $4,152-73.0% | $3,237-65.3% | $4,866-76.9% |
| Participant deferral / active EE | $1,884 | $5,550-66.1% | $4,991-62.3% | $5,352-64.8% |
| Admin fee / account holder | $25 | $7,771-99.7% | $5,637-99.6% | $9,540-99.7% |